DocuSign for Dynamics - The UserID does not have a valid membership in this account

Issue

User sees the following message when trying to use DocuSign for Dynamics: “The UserID does not have a valid membership in this Account.”

Solution

To use DocuSign to sign or get signatures, Dynamics users must be members of the DocuSign account specified in the DocuSign Admin. The system checks to see whether that user exists in DocuSign, using the Dynamics user's email address.

Either add a user with the same email address to the DocuSign account or update the DocuSign Users table. Please see the DocuSign for Dynamics user guide for more information on editing the DocuSign Users table.